Compass Retirement Consulting Group, Inc. |
Nicholas Pension Consultants |
Benefit Associates, Inc. |
United 401(k) Plans, Inc. |
Central Pension Fund of the IUOE |
Retirement Plan Legal Specialist Pentegra |
Central Pension Fund of the IUOE |
Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Bates & Company |
Prime Pensions, Inc. |
Trucker Huss, A Professional Corporation |
Carpenter Morse Group |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Nova 401(k) Associates |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
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DOL Proposes to Expand Class Exemption to Cover Individual Retirement Annuities Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] ![]() [Official Guidance] June 18, 2002 Excerpt: PTE 97-11 permits the receipt of services at reduced or no cost by an individual for whose benefit an IRA or Keogh Plan is established ... from a broker-dealer registered under the Securities Exchange Act of 1934 ... provided that certain conditions are met ... [T]he Department has determined to modify the definition of IRA ... to include Individual Retirement Annuities, as such term is defined in section 408(b) of the Code. |
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